IFWM

Institute for Wealth Management Portfolio holdings

AUM $960M
1-Year Est. Return 26.73%
This Quarter Est. Return
1 Year Est. Return
+26.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$443M
AUM Growth
+$45.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
705
New
Increased
Reduced
Closed

Top Buys

1
+$4.81M
2
+$2.09M
3
+$1.79M
4
VIS icon
Vanguard Industrials ETF
VIS
+$841K
5
VHT icon
Vanguard Health Care ETF
VHT
+$733K

Top Sells

1
+$5.08M
2
+$2.25M
3
+$1.86M
4
GWR
Genesee & Wyoming Inc.
GWR
+$1.3M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.14M

Sector Composition

1 Technology 13.99%
2 Financials 8.99%
3 Consumer Discretionary 7.93%
4 Industrials 7.27%
5 Healthcare 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$291K 0.07%
8,932
352
$290K 0.07%
4,204
-98
353
$289K 0.07%
4,908
+108
354
$288K 0.07%
+2,068
355
$283K 0.06%
1,577
356
$283K 0.06%
2,092
357
$280K 0.06%
8,870
-60
358
$280K 0.06%
10,746
359
$280K 0.06%
2,980
+33
360
$280K 0.06%
2,326
+9
361
$279K 0.06%
+2,087
362
$278K 0.06%
1,631
+25
363
$278K 0.06%
3,770
-85
364
$276K 0.06%
1,929
+210
365
$276K 0.06%
1,052
+5
366
$272K 0.06%
9,199
-5,074
367
$268K 0.06%
3,784
368
$266K 0.06%
+5,229
369
$265K 0.06%
1,660
-100
370
$265K 0.06%
1,046
371
$264K 0.06%
5,448
-46,500
372
$262K 0.06%
3,788
-149
373
$260K 0.06%
16,433
-1,280
374
$260K 0.06%
6,860
375
$257K 0.06%
1,842
13 14
15
16 17